Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) | NA | -9.64% | -1.46% | 0.83% | 5.25% | 5.37% | 5.40% | … | … |
Data as of 05/15/2020, Common starting date is 06/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) | 06/30/1987 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.15 | -9.64 | -1.46 | 0.83 | 5.25 | 5.37 | 5.40 | … | … | -18.71 | 25.79 | -12.97 | 15.04 | 12.00 | -4.33 | 4.51 | 29.19 | 10.38 | -6.25 | 12.52 | 30.16 | -27.45 | 9.90 | 11.11 | 7.43 | 13.82 | 27.10 | -11.09 | 0.51 | 18.81 | 23.77 | -9.71 | 1.16 | 8.91 | 7.80 | 2.97 | 0.35 | 21.16 | 18.84 | -7.40 | 46.58 | 2.34 | -17.77 |
| Sharpe Ratio | NA | -0.30 | -0.11 | 0.00 | 0.27 | NA | NA | … | … | -0.77 | 1.93 | -0.68 | 2.09 | 0.86 | -0.32 | 0.40 | 2.77 | 0.85 | -0.28 | 0.82 | 1.31 | -0.90 | 0.57 | 0.87 | 0.53 | 1.34 | 1.98 | -0.61 | -0.11 | 0.41 | 1.10 | -0.52 | -0.11 | 0.32 | 0.21 | -0.01 | -0.13 | 1.06 | 0.90 | -0.69 | 2.82 | -0.13 | -0.77 |
| Standard Deviation(%) | NA | 35.55 | 24.51 | 20.75 | 18.04 | NA | NA | … | … | 55.95 | 12.63 | 21.30 | 6.91 | 13.68 | 13.66 | 11.15 | 10.54 | 12.25 | 22.76 | 15.24 | 23.00 | 31.45 | 11.90 | 8.89 | 9.77 | 9.60 | 13.32 | 20.04 | 18.17 | 35.59 | 18.56 | 25.13 | 23.45 | 16.11 | 17.85 | 15.70 | 13.59 | 17.39 | 16.49 | 18.75 | 14.39 | 19.25 | 47.31 |
| Draw Down(%) | NA | 41.04 | 41.04 | 41.04 | 41.04 | NA | NA | … | … | 41.04 | 7.89 | 20.61 | 4.36 | 9.70 | 11.76 | 9.93 | 5.40 | 11.33 | 23.44 | 12.41 | 22.60 | 39.32 | 9.50 | 8.78 | 6.76 | 7.62 | 11.65 | 26.53 | 23.38 | 23.25 | 11.64 | 39.41 | 21.35 | 13.27 | 20.74 | 15.91 | 16.26 | 17.73 | 12.58 | 31.60 | 12.30 | 19.63 | 43.03 |
| Yield(%) | 3.09 | 21.75 | 13.49 | 10.41 | 9.62 | 8.30 | 7.56 | … | … | 2.58 | 21.91 | 9.09 | 14.54 | 10.64 | 5.77 | 10.94 | 10.61 | 8.45 | 3.05 | 1.88 | 0.11 | 4.24 | 19.19 | 19.61 | 7.85 | 7.38 | 0.00 | 0.11 | 1.35 | 15.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2020, Common starting date is 06/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) |
-9.68%
Aug 1995 – Aug 1998 |
-1.91%
Feb 2004 – Feb 2009 |
3.49%
Jan 1993 – Jan 2003 |
3.47%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) |
20.34%
Feb 2009 – Feb 2012 |
19.01%
Nov 1987 – Nov 1992 |
11.67%
Nov 1987 – Nov 1997 |
9.44%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart